Welcome to your safe harbour

Our focus is to help ultra high net worth individuals and their families to develop and implement a comprehensive plan to secure their futures. This premium service provides our clients with their own private advisory firm, with the opportunity for more oversight and tailormade solutions for unique challenges. With our location in the South Pacific, we are ideally situated to offer an advisory service that covers wide and diverse areas from cross-border structuring to investments and relocation into a safe and secure country, such as New Zealand.

The cornerstone of our business is wealth preservation. With over 25 years' experience, we have built trust with our clients, some of whom, through succession plans, now see second and third generation family members being involved in the affairs of long-established trusts. We offer to share this proven knowledge with you to help protect your hard-earned wealth. Our team will engage with you and your professional advisors to achieve the strongest solutions, based on your goals and circumstances. Not only will we walk alongside you throughout your journey, we promise to stand and deliver when and if required.

We have a unique investment solution based in New Zealand. Our focus is to help ultra high net worth individuals and their families not only secure but grow and diversify their investment portfolios. We can assist with setting up the initial portfolio, together with ongoing monitoring and reporting. Through us, you have access to a broad range of wealth management solutions, or we can work with your existing investment partners.